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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,725 | $168,636-59.8% | $147,618-54.1% | $125,388-46.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.50% | 77.65%-86.1pp | 61.98%-70.5pp | 282.24%-290.7pp |
| Employer contribution / active EE | $14,271 | $6,252+128.3% | $5,565+156.5% | $4,866+193.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $270 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |